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Capital Southwest (CSWC) Competitors

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$23.22 -0.10 (-0.43%)
Closing price 05/29/2026 04:00 PM Eastern
Extended Trading
$23.36 +0.14 (+0.61%)
As of 05/29/2026 07:57 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

CSWC vs. ARCC, GBDC, MFIC, NMFC, and OCSL

Should you buy Capital Southwest stock or one of its competitors? MarketBeat compares Capital Southwest with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Capital Southwest include Ares Capital (ARCC), Golub Capital BDC (GBDC), MidCap Financial Investment (MFIC), New Mountain Finance (NMFC), and Oaktree Specialty Lending (OCSL). These companies are all part of the "finance" sector.

How does Capital Southwest compare to Ares Capital?

Capital Southwest (NASDAQ:CSWC) and Ares Capital (NASDAQ:ARCC) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their profitability, valuation, analyst recommendations, media sentiment, dividends, risk, institutional ownership and earnings.

In the previous week, Ares Capital had 2 more articles in the media than Capital Southwest. MarketBeat recorded 10 mentions for Ares Capital and 8 mentions for Capital Southwest. Ares Capital's average media sentiment score of 0.84 beat Capital Southwest's score of 0.61 indicating that Ares Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Capital Southwest
0 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Ares Capital
4 Very Positive mention(s)
3 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

23.4% of Capital Southwest shares are owned by institutional investors. Comparatively, 27.4% of Ares Capital shares are owned by institutional investors. 2.8% of Capital Southwest shares are owned by company insiders. Comparatively, 0.5% of Ares Capital shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Capital Southwest has a beta of 0.71, meaning that its stock price is 29% less volatile than the broader market. Comparatively, Ares Capital has a beta of 0.58, meaning that its stock price is 42% less volatile than the broader market.

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 10.0%. Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 10.1%. Capital Southwest pays out 122.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Ares Capital pays out 117.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has raised its dividend for 2 consecutive years. Ares Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

Capital Southwest presently has a consensus price target of $23.50, indicating a potential upside of 1.21%. Ares Capital has a consensus price target of $20.75, indicating a potential upside of 9.27%. Given Ares Capital's stronger consensus rating and higher probable upside, analysts clearly believe Ares Capital is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
Ares Capital
0 Sell rating(s)
2 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.82

Ares Capital has higher revenue and earnings than Capital Southwest. Ares Capital is trading at a lower price-to-earnings ratio than Capital Southwest, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Capital Southwest$151.34M9.53$113M$1.9012.22
Ares Capital$3.05B4.47$1.30B$1.6311.65

Capital Southwest has a net margin of 48.68% compared to Ares Capital's net margin of 37.30%. Capital Southwest's return on equity of 14.00% beat Ares Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest48.68% 14.00% 6.61%
Ares Capital 37.30%9.85%4.59%

Summary

Ares Capital beats Capital Southwest on 10 of the 19 factors compared between the two stocks.

How does Capital Southwest compare to Golub Capital BDC?

Capital Southwest (NASDAQ:CSWC) and Golub Capital BDC (NASDAQ:GBDC) are both finance companies, but which is the better stock? We will compare the two businesses based on the strength of their media sentiment, dividends, analyst recommendations, earnings, profitability, valuation, institutional ownership and risk.

Capital Southwest has a net margin of 48.68% compared to Golub Capital BDC's net margin of 24.64%. Capital Southwest's return on equity of 14.00% beat Golub Capital BDC's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest48.68% 14.00% 6.61%
Golub Capital BDC 24.64%10.20%4.47%

In the previous week, Capital Southwest had 5 more articles in the media than Golub Capital BDC. MarketBeat recorded 8 mentions for Capital Southwest and 3 mentions for Golub Capital BDC. Golub Capital BDC's average media sentiment score of 1.09 beat Capital Southwest's score of 0.61 indicating that Golub Capital BDC is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Capital Southwest
0 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Golub Capital BDC
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 10.0%. Golub Capital BDC pays an annual dividend of $1.32 per share and has a dividend yield of 10.0%. Capital Southwest pays out 122.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Golub Capital BDC pays out 171.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has raised its dividend for 2 consecutive years.

Golub Capital BDC has higher revenue and earnings than Capital Southwest. Capital Southwest is trading at a lower price-to-earnings ratio than Golub Capital BDC, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Capital Southwest$151.34M9.53$113M$1.9012.22
Golub Capital BDC$236.31M14.51$376.65M$0.7717.09

Capital Southwest presently has a consensus price target of $23.50, indicating a potential upside of 1.21%. Golub Capital BDC has a consensus price target of $14.00, indicating a potential upside of 6.38%. Given Golub Capital BDC's stronger consensus rating and higher probable upside, analysts plainly believe Golub Capital BDC is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
Golub Capital BDC
1 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.71

Capital Southwest has a beta of 0.71, meaning that its stock price is 29% less volatile than the broader market. Comparatively, Golub Capital BDC has a beta of 0.41, meaning that its stock price is 59% less volatile than the broader market.

23.4% of Capital Southwest shares are held by institutional investors. Comparatively, 42.4% of Golub Capital BDC shares are held by institutional investors. 2.8% of Capital Southwest shares are held by insiders. Comparatively, 1.4% of Golub Capital BDC shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

Capital Southwest and Golub Capital BDC tied by winning 10 of the 20 factors compared between the two stocks.

How does Capital Southwest compare to MidCap Financial Investment?

MidCap Financial Investment (NASDAQ:MFIC) and Capital Southwest (NASDAQ:CSWC) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, profitability, valuation, media sentiment, analyst recommendations, earnings, risk and institutional ownership.

MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 11.4%. Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 10.0%. MidCap Financial Investment pays out 3,100.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest pays out 122.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has raised its dividend for 2 consecutive years.

MidCap Financial Investment has a beta of 0.63, indicating that its stock price is 37% less volatile than the broader market. Comparatively, Capital Southwest has a beta of 0.71, indicating that its stock price is 29% less volatile than the broader market.

MidCap Financial Investment currently has a consensus target price of $11.54, suggesting a potential upside of 6.03%. Capital Southwest has a consensus target price of $23.50, suggesting a potential upside of 1.21%. Given MidCap Financial Investment's higher possible upside, equities research analysts plainly believe MidCap Financial Investment is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MidCap Financial Investment
0 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.22
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67

Capital Southwest has higher revenue and earnings than MidCap Financial Investment. Capital Southwest is trading at a lower price-to-earnings ratio than MidCap Financial Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MidCap Financial Investment$22.82M39.28$63.17M$0.04272.00
Capital Southwest$151.34M9.53$113M$1.9012.22

28.5% of MidCap Financial Investment shares are owned by institutional investors. Comparatively, 23.4% of Capital Southwest shares are owned by institutional investors. 0.8% of MidCap Financial Investment shares are owned by company insiders. Comparatively, 2.8% of Capital Southwest shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

In the previous week, Capital Southwest had 7 more articles in the media than MidCap Financial Investment. MarketBeat recorded 8 mentions for Capital Southwest and 1 mentions for MidCap Financial Investment. MidCap Financial Investment's average media sentiment score of 1.89 beat Capital Southwest's score of 0.61 indicating that MidCap Financial Investment is being referred to more favorably in the media.

Company Overall Sentiment
MidCap Financial Investment Very Positive
Capital Southwest Positive

Capital Southwest has a net margin of 48.68% compared to MidCap Financial Investment's net margin of 1.90%. Capital Southwest's return on equity of 14.00% beat MidCap Financial Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
MidCap Financial Investment1.90% 10.86% 4.31%
Capital Southwest 48.68%14.00%6.61%

Summary

Capital Southwest beats MidCap Financial Investment on 13 of the 19 factors compared between the two stocks.

How does Capital Southwest compare to New Mountain Finance?

New Mountain Finance (NASDAQ:NMFC) and Capital Southwest (NASDAQ:CSWC) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their media sentiment, profitability, analyst recommendations, dividends, earnings, risk, valuation and institutional ownership.

32.1% of New Mountain Finance shares are held by institutional investors. Comparatively, 23.4% of Capital Southwest shares are held by institutional investors. 14.9% of New Mountain Finance shares are held by insiders. Comparatively, 2.8% of Capital Southwest shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

New Mountain Finance presently has a consensus target price of $9.25, suggesting a potential upside of 15.63%. Capital Southwest has a consensus target price of $23.50, suggesting a potential upside of 1.21%. Given New Mountain Finance's higher probable upside, research analysts clearly believe New Mountain Finance is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
New Mountain Finance
2 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.71
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67

New Mountain Finance pays an annual dividend of $1.28 per share and has a dividend yield of 16.0%. Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 10.0%. New Mountain Finance pays out -220.7% of its earnings in the form of a dividend. Capital Southwest pays out 122.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has increased its dividend for 2 consecutive years. New Mountain Finance is clearly the better dividend stock, given its higher yield and lower payout ratio.

Capital Southwest has lower revenue, but higher earnings than New Mountain Finance. New Mountain Finance is trading at a lower price-to-earnings ratio than Capital Southwest, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
New Mountain Finance$327.08M2.31$16.49M-$0.58N/A
Capital Southwest$151.34M9.53$113M$1.9012.22

New Mountain Finance has a beta of 0.57, indicating that its stock price is 43% less volatile than the broader market. Comparatively, Capital Southwest has a beta of 0.71, indicating that its stock price is 29% less volatile than the broader market.

In the previous week, Capital Southwest had 5 more articles in the media than New Mountain Finance. MarketBeat recorded 8 mentions for Capital Southwest and 3 mentions for New Mountain Finance. New Mountain Finance's average media sentiment score of 1.31 beat Capital Southwest's score of 0.61 indicating that New Mountain Finance is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
New Mountain Finance
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Capital Southwest
0 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Capital Southwest has a net margin of 48.68% compared to New Mountain Finance's net margin of -18.65%. Capital Southwest's return on equity of 14.00% beat New Mountain Finance's return on equity.

Company Net Margins Return on Equity Return on Assets
New Mountain Finance-18.65% 11.14% 4.63%
Capital Southwest 48.68%14.00%6.61%

Summary

Capital Southwest beats New Mountain Finance on 12 of the 19 factors compared between the two stocks.

How does Capital Southwest compare to Oaktree Specialty Lending?

Capital Southwest (NASDAQ:CSWC) and Oaktree Specialty Lending (NASDAQ:OCSL) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, risk, institutional ownership, dividends, analyst recommendations, valuation, earnings and media sentiment.

In the previous week, Capital Southwest had 7 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 8 mentions for Capital Southwest and 1 mentions for Oaktree Specialty Lending. Oaktree Specialty Lending's average media sentiment score of 1.52 beat Capital Southwest's score of 0.61 indicating that Oaktree Specialty Lending is being referred to more favorably in the news media.

Company Overall Sentiment
Capital Southwest Positive
Oaktree Specialty Lending Very Positive

Capital Southwest has a net margin of 48.68% compared to Oaktree Specialty Lending's net margin of 16.66%. Capital Southwest's return on equity of 14.00% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest48.68% 14.00% 6.61%
Oaktree Specialty Lending 16.66%9.56%4.60%

Capital Southwest has higher earnings, but lower revenue than Oaktree Specialty Lending. Capital Southwest is trading at a lower price-to-earnings ratio than Oaktree Specialty Lending, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Capital Southwest$151.34M9.53$113M$1.9012.22
Oaktree Specialty Lending$316.80M3.33$33.92M$0.5720.98

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 10.0%. Oaktree Specialty Lending pays an annual dividend of $1.60 per share and has a dividend yield of 13.4%. Capital Southwest pays out 122.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Oaktree Specialty Lending pays out 280.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has raised its dividend for 2 consecutive years.

23.4% of Capital Southwest shares are held by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are held by institutional investors. 2.8% of Capital Southwest shares are held by insiders. Comparatively, 0.3% of Oaktree Specialty Lending shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Capital Southwest presently has a consensus price target of $23.50, suggesting a potential upside of 1.21%. Oaktree Specialty Lending has a consensus price target of $11.83, suggesting a potential downside of 1.06%. Given Capital Southwest's stronger consensus rating and higher probable upside, equities research analysts clearly believe Capital Southwest is more favorable than Oaktree Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
Oaktree Specialty Lending
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Capital Southwest has a beta of 0.71, meaning that its stock price is 29% less volatile than the broader market. Comparatively, Oaktree Specialty Lending has a beta of 0.52, meaning that its stock price is 48% less volatile than the broader market.

Summary

Capital Southwest beats Oaktree Specialty Lending on 14 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CSWC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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CSWC vs. The Competition

MetricCapital SouthwestFIN IndustryFinance SectorNASDAQ Exchange
Market Cap$1.44B$12.36B$13.57B$12.56B
Dividend Yield9.95%7.12%5.77%5.31%
P/E Ratio12.2222.5824.0026.27
Price / Sales9.534.55147.19142.41
Price / Cash10.5112.8720.2456.84
Price / Book1.432.912.167.30
Net Income$113M$553.89M$1.13B$337.27M
7 Day Performance1.98%0.92%0.72%3.58%
1 Month Performance-3.25%-0.91%0.51%5.71%
1 Year Performance11.80%8.21%12.62%39.70%

Capital Southwest Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CSWC
Capital Southwest
1.8885 of 5 stars
$23.22
-0.4%
$23.50
+1.2%
+11.8%$1.44B$151.34M12.2220
ARCC
Ares Capital
3.7074 of 5 stars
$18.59
flat
$20.75
+11.6%
-13.9%$13.35B$3.05B11.402,550
GBDC
Golub Capital BDC
3.2412 of 5 stars
$12.89
flat
$14.00
+8.6%
-13.3%$3.36B$870.78M16.74N/A
MFIC
MidCap Financial Investment
3.1066 of 5 stars
$10.60
flat
$11.54
+8.8%
-16.8%$873.15M$320.88M265.07N/A
NMFC
New Mountain Finance
4.2176 of 5 stars
$7.94
flat
$9.25
+16.5%
-25.5%$749.95M$327.08MN/AN/A

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This page (NASDAQ:CSWC) was last updated on 5/31/2026 by MarketBeat.com Staff.
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